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Sponsor portfolio

IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD.

EIN 52-2105248-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
3
Retirement
2
$49.6M assets
Welfare
1
$2.5M premiums
Participants
1,106
47332 THOMAS ROWE LANE - LEXINGTON PARK, MD 20653301-866-4098
Plans on this EIN
3 filings
#001401k-$28.2M - 431 part#002ESOP-$21.4M - 422 part#501Fully Insured-$2.5M - 371 lives

Retirement portfolio analytics

2 plans aggregated / $49.6M assets / 853 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • PLAN AND TRUST (#002)43%
Total $49.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)431
  • PLAN AND TRUST (#002)422
Total 853Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.2M
  • Health$2.2M
  • Prescription drug$2.2M
  • Other$203K
  • Life$202K
  • Short-term disability$202K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • EYEMED VISION CARE1%
  • AFLAC0%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • DIGITAL INSURANCE LLC56%
  • THE BALDWIN GROUP WEST LLC41%
  • ENROLLEASE2%
  • BRANDON SHOLAR0%
  • LEIANN D WATKINS0%
  • +3 more
Total $127K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN

401k

Assets$28.2M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$21.4M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMAGINE ONE TECHNOLOGY & MANAGEMENT WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN401k$28.2M4312025
002IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$21.4M4222025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMAGINE ONE TECHNOLOGY & MANAGEMENT WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M3712025
Retirement plans
Welfare plans
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